Make a phone call

complete

Written instructions:

Click on the dialing bar at the top of the screen (Start a call…).
Here you can either search your contacts or enter a phone number.
Click on the contact you want to call, a green button will then appear prompting you to start you call, click this to start the call.
The VXT call menu will appear in the top right, here you can take notes, transfer the call, mute, record and hang up.
Once you’ve finished a call you can hang up by clicking on the red hang up button in the call menu.
The integration & notes panel will show up, here you can select an integration item to save your call notes to.
Click “Done” when finished to view your call details, AI transcript and summary.